A financial conglomerate offering a full range of integrated services, including banking, securities investment, insurance consultancy and wealth management.

Location

Hong Kong

Responsibilities

• Drive branch network, Wealth Management Center and other distribution channels for sales activities of wealth management products to achieve sales targets of the Bank.

• Develop and drive sales strategies of wealth management products focusing on Investment & Insurance (I&I) to achieve sales growth of the Bank.

• Develop and execute a strategic roadmap to expand market presence in Macau and maximize synergies between Hong Kong and Macau Office.

• Collaborate with cross-functional teams across HK and Macau to develop and execute effective product launch plans and maximize market penetration and revenue generation.

• Manage the entire product life cycle, including market research, product selection, due diligence, channel management, product launching, and maintenance for wealth management products.

• Streamline selling processes and channel operations to enhance sales effectiveness and strengthen customer experience.

• Provide professional advisory, training, and coaching to the sales team for equipping professional sales experts on I&I products.

• Motivate and manage sales teams to ensure effective and timely communication of business and product updates, fostering a high-performance culture and ensuring alignment with the sales strategy.

• Stay updated on market practice and industry developments to maintain competitiveness in product offerings and customer experience.

• Prepare sales management reports, including sales pipelines and sales tracking and conduct business analysis for management review.

• Participate in the development and implementation of compliance, systems, and procedures initiatives for investment advisory functions.

Requirements

• Bachelor Degree in Finance/Banking/Management or a related discipline.

• 10+ years of relevant experience in handling I&I products sales and services.

• Possesses professional licensing qualifications as required by local regulatory bodies.

• Strong knowledge of a wide range of wealth management products, with expertise in customer portfolio management and related selling.

• Demonstrates a strategic mindset, good business sense and a strong commitment to sales.

• Excellent interpersonal and communication skills, capable of leading a sales team and collaborating effectively as a team player.

• Fluent in written and verbal English and Cantonese, with a communicative level of Mandarin.

• Ability to adapt to a fast-paced, dynamic environment and stay updated with industry trends and regulatory changes.

• Frequent travel to Macau is required.